Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADVISORY ALPHA LLC | 08-21-2024 | 06-30-2024 | 395 | 2,536,838,147 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PRTFLO S&P500 GW | 1 | $256,441,325 | 3,200,240 | 0.01 | 0.01 | 313,466 | 10.86 | 06-30-2024 |
| SPDR SER TR | PRTFLO S&P500 VL | 2 | $213,892,861 | 4,388,367 | 0.01 | 0.01 | 512,054 | 13.21 | 06-30-2024 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 3 | $143,003,627 | 1,837,312 | 0.01 | 0.01 | 123,777 | 7.22 | 06-30-2024 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 4 | $141,328,998 | 4,028,690 | 0.01 | 0.01 | 211,224 | 5.53 | 06-30-2024 |
